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Andrea Juliana Freiman

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Lauderdale, FL

Savannah, GA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-21
  • FL RA
    APPROVED
    Since 2026-08-21

Branch Locations

401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States

22 Bull St, Savannah, GA 31401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Miami FL 06/2013 12/2023
Jpmorgan Chase Bank Na Miami FL 12/2014 12/2023
Ubs Financial Services, Inc Miami FL 12/2023 08/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
S63 Uniform Securities Agent State Law Examination 2013-10-04
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30
  • S63 Uniform Securities Agent State Law Examination
    2013-10-04
Designations
Other Names
  • Andrea Juliana Forero
  • Andrea J Forero

View on SEC IAPD

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